3 easy steps to set up your workflow in XBert
Now that you've synced and audited some of your accounting files and invited team members, you are ready to take advantage of the powerful workflow tool with processes, roles, and templates.
All XBerts and workflow tasks are set against a process.
These are easy to customise and when set up they allow you and your team full visibility across your process workflow at any given time.
In the Organisations Board, you are able to set a role for each organisation.
You can set Partner, Manager, and Acct Bookkeeper.
Assigned roles can be used for assigning and re-assigning XBerts, Tasks, Template Schedules, and from within the Work Board for filtering.
User Roles | Team members must have accepted an invitation to join XBert.
For all your repeating tasks we have templates. Our simple, repeating Templates will help you automate your Processes and Tasks making it so simple to create a streamlined workflow for End of Month, Reconciliation and BAS.
Note: you can add non-connected files to your workflow